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Funds Holding SHYD

On this page, we present all of the funds holding SHYD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SHYD, with a link to that fund's top holdings. The next columns indicate the amount of SHYD stock held by each of the funds holding SHYD, followed by the SHYD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 114 funds holding SHYD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding SHYD), click the fund name in the "Holder" column of the funds-holding-SHYD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.1,107,967$24,519 12/31/2023
     SHYD1,107,967$24,519 12/31/2023
Wells Fargo & Company MN1,000,861$22,149 12/31/2023
     SHYD1,000,861$22,149 12/31/2023
Morgan Stanley977,065$21,622 12/31/2023
     SHYD977,065$21,622 12/31/2023
Mercer Global Advisors Inc. ADV876,414$19,395 12/31/2023
     SHYD876,414$19,395 12/31/2023
Jane Street Group LLC869,765$19,248 12/31/2023
     SHYD869,765$19,248 12/31/2023
Bank of America Corp DE413,810$9,158 12/31/2023
     SHYD413,810$9,158 12/31/2023
Global Strategic Investment Solutions LLC341,180$7,550 12/31/2023
     SHYD341,180$7,550 12/31/2023
Fragasso Group Inc.326,909$7,326 03/31/2024
     SHYD326,909$7,326 03/31/2024
LPL Financial LLC265,826$5,883 12/31/2023
     SHYD265,826$5,883 12/31/2023
Susquehanna International Group LLP211,919$4,690 12/31/2023
     SHYD211,919$4,690 12/31/2023
Flow Traders U.S. LLC197,373$4,368 12/31/2023
     SHYD197,373$4,368 12/31/2023
First Foundation Advisors175,842$3,891 12/31/2023
     SHYD175,842$3,891 12/31/2023
UBS Group AG173,710$3,844 12/31/2023
     SHYD173,710$3,844 12/31/2023
Truist Financial Corp168,930$3,738 12/31/2023
     SHYD168,930$3,738 12/31/2023
Ameriprise Financial Inc.162,354$3,593 12/31/2023
     SHYD162,354$3,593 12/31/2023
Dakota Wealth Management147,507$3,264 12/31/2023
     SHYD147,507$3,264 12/31/2023
Royal Bank of Canada133,454$2,953 12/31/2023
     SHYD133,454$2,953 12/31/2023
Wealthcare Advisory Partners LLC108,661$2,435 03/31/2024
     SHYD108,661$2,435 03/31/2024
Cliftonlarsonallen Wealth Advisors LLC105,036$2,324 12/31/2023
     SHYD105,036$2,324 12/31/2023
Willis Johnson & Associates Inc.104,972$2,323 12/31/2023
     SHYD104,972$2,323 12/31/2023
High Net Worth Advisory Group LLC102,089$2,288 03/31/2024
     SHYD102,089$2,288 03/31/2024
Raymond James Financial Services Advisors Inc.101,770$2,252 12/31/2023
     SHYD101,770$2,252 12/31/2023
Sowell Financial Services LLC93,877$2,077 12/31/2023
     SHYD93,877$2,077 12/31/2023
Commonwealth Equity Services LLC89,310$1,976 12/31/2023
     SHYD89,310$1,976 12/31/2023
Breakwater Capital Group85,059$1,870 12/31/2023
     SHYD85,059$1,870 12/31/2023
Visionary Wealth Advisors83,988$1,859 12/31/2023
     SHYD83,988$1,859 12/31/2023
Kades & Cheifetz LLC81,716$1,808 12/31/2023
     SHYD81,716$1,808 12/31/2023
Advisor Group Holdings Inc.75,970$1,681 12/31/2023
     SHYD75,970$1,681 12/31/2023
Cetera Advisor Networks LLC72,057$1,595 12/31/2023
     SHYD72,057$1,595 12/31/2023
Stephens Inc. AR65,353$1,446 12/31/2023
     SHYD65,353$1,446 12/31/2023
Clark Capital Management Group Inc.62,844$1,391 12/31/2023
     SHYD62,844$1,391 12/31/2023
Naples Global Advisors LLC59,300$1,312 12/31/2023
     SHYD59,300$1,312 12/31/2023
Cetera Investment Advisers51,693$1,144 12/31/2023
     SHYD51,693$1,144 12/31/2023
GWM Advisors LLC46,835$1,034 12/31/2023
     SHYD46,835$1,034 12/31/2023
McAdam LLC46,653$1,032 12/31/2023
     SHYD46,653$1,032 12/31/2023
Dynamic Advisor Solutions LLC44,959$1,008 03/31/2024
     SHYD44,959$1,008 03/31/2024
Jacobson & Schmitt Advisors LLC44,592$987 12/31/2023
     SHYD44,592$987 12/31/2023
Dean Investment Associates LLC41,000$907 12/31/2023
     SHYD41,000$907 12/31/2023
Kestra Advisory Services LLC40,050$886 12/31/2023
     SHYD40,050$886 12/31/2023
Trustmark National Bank Trust Department39,571$876 12/31/2023
     SHYD39,571$876 12/31/2023
Rockefeller Capital Management L.P.38,812$859 12/31/2023
     SHYD38,812$859 12/31/2023
StrategIQ Financial Group LLC31,421$695 12/31/2023
     SHYD31,421$695 12/31/2023
RMR Wealth Builders29,169$654 03/31/2024
     SHYD29,169$654 03/31/2024
Wsfs Capital Management LLC29,041$643 12/31/2023
     SHYD29,041$643 12/31/2023
Citadel Advisors LLC28,392$628 12/31/2023
     SHYD28,392$628 12/31/2023
Cambridge Investment Research Advisors Inc.28,038$620 12/31/2023
     SHYD28,038$620 12/31/2023
Occidental Asset Management LLC26,229$588 03/31/2024
     SHYD26,229$588 03/31/2024
Concurrent Investment Advisors LLC26,201$580 12/31/2023
     SHYD26,201$580 12/31/2023
Resources Investment Advisors LLC.25,787$571 12/31/2023
     SHYD25,787$571 12/31/2023
Innova Wealth Partners23,576$522 12/31/2023
     SHYD23,576$522 12/31/2023
Envestnet Portfolio Solutions Inc.23,539$521 12/31/2023
     SHYD23,539$521 12/31/2023
LWS Wealth Advisors Inc.22,575$500 12/31/2023
     SHYD22,575$500 12/31/2023
Mutual Advisors LLC21,933$485 12/31/2023
     SHYD21,933$485 12/31/2023
Two Sigma Securities LLC21,438$474 12/31/2023
     SHYD21,438$474 12/31/2023
Private Advisor Group LLC20,910$463 12/31/2023
     SHYD20,910$463 12/31/2023
Allen Capital Group LLC20,558$461 03/31/2024
     SHYD20,558$461 03/31/2024
Equitable Holdings Inc.20,615$456 12/31/2023
     SHYD20,615$456 12/31/2023
Northwestern Mutual Wealth Management Co.20,489$453 12/31/2023
     SHYD20,489$453 12/31/2023
DAVENPORT & Co LLC19,905$440 12/31/2023
     SHYD19,905$440 12/31/2023
National Asset Management Inc.19,523$432 12/31/2023
     SHYD19,523$432 12/31/2023
Brandywine Oak Private Wealth LLC18,254$404 12/31/2023
     SHYD18,254$404 12/31/2023
Revisor Wealth Management LLC18,264$404 12/31/2023
     SHYD18,264$404 12/31/2023
Snowden Capital Advisors LLC18,088$400 12/31/2023
     SHYD18,088$400 12/31/2023
Prudential Financial Inc.17,862$395 12/31/2023
     SHYD17,862$395 12/31/2023
Principal Securities Inc.17,268$382 12/31/2023
     SHYD17,268$382 12/31/2023
PFG Advisors16,860$373 12/31/2023
     SHYD16,860$373 12/31/2023
Tortoise Investment Management LLC15,967$353 12/31/2023
     SHYD15,967$353 12/31/2023
Walkner Condon Financial Advisors LLC15,280$338 12/31/2023
     SHYD15,280$338 12/31/2023
Sigma Planning Corp14,979$331 12/31/2023
     SHYD14,979$331 12/31/2023
Eagle Global Advisors LLC14,884$329 12/31/2023
     SHYD14,884$329 12/31/2023
Kingsview Wealth Management LLC14,224$315 12/31/2023
     SHYD14,224$315 12/31/2023
MBM Wealth Consultants LLC14,092$312 12/31/2023
     SHYD14,092$312 12/31/2023
Janney Montgomery Scott LLC13,406$297 12/31/2023
     SHYD13,406$297 12/31/2023
Foster & Motley Inc.13,030$288 12/31/2023
     SHYD13,030$288 12/31/2023
Kestra Private Wealth Services LLC12,808$283 12/31/2023
     SHYD12,808$283 12/31/2023
Nations Financial Group Inc. IA ADV12,444$275 12/31/2023
     SHYD12,444$275 12/31/2023
AE Wealth Management LLC12,018$265 12/31/2023
     SHYD12,018$265 12/31/2023
FC Advisory LLC11,916$264 12/31/2023
     SHYD11,916$264 12/31/2023
1620 Investment Advisors Inc.11,585$256 12/31/2023
     SHYD11,585$256 12/31/2023
Auour Investments LLC11,408$250 12/31/2023
     SHYD11,408$250 12/31/2023
Comerica Bank10,904$241 12/31/2023
     SHYD10,904$241 12/31/2023
Pineridge Advisors LLC10,602$235 12/31/2023
     SHYD10,602$235 12/31/2023
Avantax Advisory Services Inc.10,442$231 12/31/2023
     SHYD10,442$231 12/31/2023
Clear Rock Advisors LLC10,206$225 12/31/2023
     SHYD10,206$225 12/31/2023
Hobart Private Capital LLC9,949$223 03/31/2024
     SHYD9,949$223 03/31/2024
Stifel Financial Corp10,044$222 12/31/2023
     SHYD10,044$222 12/31/2023
MML Investors Services LLC9,915$219 12/31/2023
     SHYD9,915$219 12/31/2023
Mariner LLC9,600$212 12/31/2023
     SHYD9,600$212 12/31/2023
Harbour Investments Inc.8,751$194 12/31/2023
     SHYD8,751$194 12/31/2023
NBC Securities Inc.6,516$146 03/31/2024
     SHYD6,516$146 03/31/2024
Mather Group LLC.4,996$111 03/31/2024
     SHYD4,996$111 03/31/2024
Allworth Financial LP4,879$108 12/31/2023
     SHYD4,879$108 12/31/2023
Geneos Wealth Management Inc.4,500$100 12/31/2023
     SHYD4,500$100 12/31/2023
Benjamin F. Edwards & Company Inc.2,012$45 12/31/2023
     SHYD2,012$45 12/31/2023
IFP Advisors Inc2,000$44 12/31/2023
     SHYD2,000$44 12/31/2023
Global Retirement Partners LLC1,991$44 12/31/2023
     SHYD1,991$44 12/31/2023
Creative Financial Designs Inc. ADV1,843$41 12/31/2023
     SHYD1,843$41 12/31/2023
Capital Analysts LLC1,525$34 12/31/2023
     SHYD1,525$34 12/31/2023
Coppell Advisory Solutions LLC991$22 12/31/2023
     SHYD991$22 12/31/2023
Independence Bank of Kentucky750$17 03/31/2024
     SHYD750$17 03/31/2024
Assetmark Inc.787$17 12/31/2023
     SHYD787$17 12/31/2023
VitalStone Financial LLC777$17 12/31/2023
     SHYD777$17 12/31/2023
JPMorgan Chase & Co.573$13 12/31/2023
     SHYD573$13 12/31/2023
Advisory Services Network LLC514$11 12/31/2023
     SHYD514$11 12/31/2023
Jones Financial Companies Lllp371$8 12/31/2023
     SHYD371$8 12/31/2023
Aspire Private Capital LLC311$7 12/31/2023
     SHYD311$7 12/31/2023
American Capital Advisory LLC327$7 12/31/2023
     SHYD327$7 12/31/2023
Glassman Wealth Services249$6 12/31/2023
     SHYD249$6 12/31/2023
Van ECK Associates Corp232$5 12/31/2023
     SHYD232$5 12/31/2023
Sandy Spring Bank226$5 12/31/2023
     SHYD226$5 12/31/2023
Key Financial Inc230$5 12/31/2023
     SHYD230$5 12/31/2023
Newbridge Financial Services Group Inc.241$5 12/31/2023
     SHYD241$5 12/31/2023
AlphaMark Advisors LLC25$1 12/31/2023
     SHYD25$1 12/31/2023
BlackRock Inc.63$1 12/31/2023
     SHYD63$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     SHYD0$0 12/31/2023

See Summary: Institutional Holders of SHYD
See Details: Top 10 Hedge Funds Holding SHYD
Also See: SHYD Holdings Changes

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